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Ana Silva

21 Years of Experience
Miami, FL
Broker

Ana Silva is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

200 S. Biscayne Blvd., Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2017 - April 2021 · 3 yrs 6 mos
Hsbc Securities (USA) INC.Broker
January 2005 - November 2017 · 12 yrs 10 mos
Hsbc Brokerage (USA) INC.Broker
January 2005 - January 2005 · 0 mos
State Registrations8 states
CADEFLMANYSDTXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ana Silva - Financial Advisor | TrueAdvisor